A plan that connects all the dots.
- In partnership with implementing an overall investment strategy
- Highly customized and comprehensively address issues around a client’s financial future
- Where appropriate, a collaboration with a client’s other advisors (attorneys, accountants, insurance agents, others)
- A thorough, in-depth, process that clearly maps out an attainable and understandable future
- Designed to answer issues around retirement, estate and tax planning, charitable gifting, education funding, and life changes to name a few
Initial Work
- Net worth statement
- Cash flow statement
- Capital accumulation projections
- Asset allocation planning
- Risk profile guidance
- Employee benefits review & elections
- Retirement planning
- College saving
- Debt management
- Social Security analysis/Medicare analysis
Supplemental Planning – building on the base plan.
Estate planning
Insurance planning & placement
Philanthropy planning
Family wealth planning
Liquidity events
Other unique circumstances